27+ Requisition Forms in Excel

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A requisition refers to the act of requesting and ordering to use a certain material or to spend an amount from the company. Requisition Forms are often submitted to the financing department of an organization and may be declined or approved for various reasons. The form should contain adequate information about the request, the descriptions of the materials and its possible price.

Sometimes, requisition forms are misinterpreted as purchase orders since both are used for requesting a product or a service. But in a company’s procedure, a purchase order will only be issued once the requisition forms will be approved by the financing department. These two forms will have similar numbers to maintain good record keeping.

Employee Requisition Form Sample

Meeting Requisition Forms

Meeting Room Requisition

Importance of Requisition Forms

Requisition forms are very important for a company and a business. One main reason to use this form is to have a complete record of how much the company has been spending and where the financing went. The forms will contain all the required information about the requested material or equipment. Another significance is to have a uniform sheet where the employees can state everything they need. The form will serve as a bridge for the employees and the management in terms of material needs. This form may help the financing department know what requests are granted an authorization and which ones were declined with the accompanying reasons.

In this way, the company will have an idea of which materials were ordered for unregulated purposes and who were responsible for the fraud orders. A Purchase Requisition Form is a type of requisition order form that will indicate the details of the requested goods for the company to purchase. This form will aid the Purchasing department of a company to the specifications of the requested products and the chosen supplier of the requestor. The form will contain the estimated time of delivery, therefore, helping the department identify which among the requests should be prioritized. Most importantly, the form will be a great help in the event that the company will have to make their Annual Financial Reports.

How to Fill Out a Material Requisition Form

There are different types of requisition forms and one of the most common is the Material Requisition Form. This is used to request for materials, ranging from chemicals to machinery, within the company. Here are ten steps in filling out this type of requisition form:

Step 1: State your name, your position in the company, and the current date.

Step 2: Gather information about the material you are going to request.

Step 3: Write the exact quantity that you need.

Step 4: Describe the material.

Step 5: Indicate the department that will be needing the material.

Step 6: State the department where the material will be requested.

Step 7: Include the information about the materials components if deemed hazardous and dangerous.

Step 8: Note the total cost of material purchases.

Step 9: State the exact date and time that the material will be used for the operation.

Step 10: Sign the form and submit it to the financing department of your company.

Office Requisition Forms

Intra Office Requisition Form

Classroom Requisition

Varieties of Requisition Forms

Purchase Requisition Form – this form focuses on the details of the needed products requested by a person for a particular business or company.

Material Requisition Form – this is the requisition form needed for employees who want to request for materials within the company. Compared to a Purchase Requisition Form, this Material Requisition Form is for internal processing only, which means that the requested materials should be provided by one of the company’s department for the other and that no particular supplier is needed.

Book Requisition Form – this form is commonly used in libraries and schools where a number of books are available. When a person will want to rent a book but the current title is not available or had already been checked out by another person, he may fill out a book requisition form in order to be the next user of the book. The librarian may also use this requisition form to request the library staff to find a book title which is missing or those which were placed in the archived area of the library.

Employee Requisition Form – this form is used by supervisors who need additional employees or replace those personnel who resigned from the position in their department. By filling out the form and submitting it to the Recruitment Department, the employee recruiters will then start the recruitment process. The criteria or the job qualifications may also be stated in the form to allow the recruiters know who to hire for the vacant job position.

Meeting Room Requisition Form – this form centers on requesting a room reservation for having a meeting. The start and end time of the meeting will be included in the form, as well as the needed equipment such as computers and projector screens.

Stock Requisition Form – this form is used to request a removal or adding up stocks for a company or business’ inventory. The Stock Requisition Form should be submitted to the stock accounting department for approval and will then be forwarded to the department who has the stocks to start redeeming the request.

Non Stock Requisition – compared to a stock requisition, this form focuses on requesting stocks which are not available and not stated in the inventory of a company. This document should be given to a purchasing branch to acquire the requested items/stocks.

Travel Requisition Form – this requisition form is for documenting the possible travel expenditures of an employee or any member of the company. The details about the departure and the purpose of the travel will be stated in the Travel Requisition Form.

Check Requisition Form – this is used whenever an employee will ask for a check in paying special purchases for the company. Most Check Requests are not attainable within a day since this transaction often takes up a minimum of five working days.

College Purchase Requisition Form – this form contains the information about the materials needed for a university. These may include a request for a whiteboard or a set of seats and tables for the university’s canteen.

Sample Requisition Form

Email Requisition Forms

Temporary Email Address Request

Services Requisition Forms

Requisition Forms are not only used in requesting a product or a material but also whenever there is a need to request a service from an individual or group. The Service Requisition or Request Form will contain the details about what type of services will be rendered for the company. An example of an industry which may use this type of requisition is the Printing and Graphics Designing industry. A company may request for employees who will help them create a layout for an event, or for a group of people who will do a mural for their building’s walls. The people who rendered the services may have an agreement with the company with regards to their payment per hour or per finished product.

The Difference Between a Request from a Requisition

These two terms may be used interchangeably. However, both have a different intensity in acquiring a certain material or product. A Request is the term used when a person will ask for a specific thing. This act is considered to be a polite method as compared to a requisition. When a person has a request, he can choose between writing a Request Form or verbally addressing it to a higher authority. A requisition, on the other hand, refers to a demand and an immediate need. This should be done through a written letter or a form and will undergo various procedures before the one who requested it will receive it.

General Parts of a Requisition Formshould

Though every organization uses different Requisition Forms to meet their needs, there are a number of areas where any Requisition Form is evidently similar. Listed below are the general parts of the form:

The Company or the Organization’s Name. This is found on the topmost area of the form. The address and the contact information of the company may also be written underneath the name.

The Name of the Requestor. This may be associated with the specific department who is using the form or the member of an organization and his designated position.

The Description of the Requested Service or Material. This will include the physical entities of the material, such as its height, length, width, and other components found on it. The requestor may also state the level of danger that the material may cause if handled and stored incorrectly.

The Exact Date Needed. When indicating a date and time, the one who placed a request must also consider the needed purchase and delivery time to avoid causing hectic deadlines and causing mistakes with the transactions.

The Cost. Upon filling out the form, the requestor should have an idea on what the actual cost of the material in the market will be.

The Authorized Signatures. Some requisition forms require specimen signatures, which refers to three identical signatures from one person, to fulfill the transaction and legalize the request. The form should only be signed by the designated person who handles the request and the financing department of the company.